If you deliver products, goods or materials to some legal entity you need to create a Shipment document.
To do this operation correctly you need to create a shipment document: Use Create new button and choose Shipment to a third party In the Journal;
– set the date and time of document creating. The current date can be indicated if the document is entered at the date of goods shipment. It can be backdated too;
– indicate the contractor who receives it and your location address from which you make shipment
– indicate the scheduled and actual date of payment;
– choose a Budget item. See in more detail how to create or change the existing Budget items in the Budget Section.
– chose the Budget item. See in more detail how to create or change the existing Budget items in the Budget Section
– start writing a product name in the window Add item, choose the required variant from the suggested options;
– Add all the shipped items to the list, indicate their quantity, cost and VAT%;
– Press Save
– Shipment document is complete – products and raw materials are written off from the warehouse, and the revenue is shown in the chosen income item.